Civic Intelligence

Richard Heath & Associates Inc.

Plan context: Richard Heath & Associates Inc. 401K Profit Sharing Plan

EIN 94-2625839 • 54 filings • 12 plans

Current Snapshot

Latest Year

2024

2024 Participants

218

2024 Assets

$11,073,507

2024 Contributions

$78,078

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$11,403,213$5,701,607$0199920142024YearValue
$11,073,507Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

3671840199920122024YearValue
218Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20241218$11,073,507$78,078$358iApproximate average salary by contribution assumption: employee only about $8,954 at 4% or $5,969 at 6%; with 50% employer match about $5,969 at 4% or $3,980 at 6%; with 100% employer match about $4,477 at 4% or $2,985 at 6%.
Richard Heath & Associates Inc. 401K Profit Sharing Plan-218$11,073,507$78,078$358iApproximate average salary by contribution assumption: employee only about $8,954 at 4% or $5,969 at 6%; with 50% employer match about $5,969 at 4% or $3,980 at 6%; with 100% employer match about $4,477 at 4% or $2,985 at 6%.
20232221$11,403,213$1,623,915$7,348iApproximate average salary by contribution assumption: employee only about $183,701 at 4% or $122,467 at 6%; with 50% employer match about $122,467 at 4% or $81,645 at 6%; with 100% employer match about $91,850 at 4% or $61,234 at 6%.
Richard Heath & Associates Inc. 401K Profit Sharing Plan-218$11,403,213$1,623,915$7,449iApproximate average salary by contribution assumption: employee only about $186,229 at 4% or $124,153 at 6%; with 50% employer match about $124,153 at 4% or $82,768 at 6%; with 100% employer match about $93,114 at 4% or $62,076 at 6%.
Richard Heath & Associates Inc. Health & Welfare Plan-221---
20222231$8,141,904$1,027,274$4,447iApproximate average salary by contribution assumption: employee only about $111,177 at 4% or $74,118 at 6%; with 50% employer match about $74,118 at 4% or $49,412 at 6%; with 100% employer match about $55,588 at 4% or $37,059 at 6%.
Richard Heath & Associates Inc. 401K Profit Sharing Plan-231$8,141,904$1,027,274$4,447iApproximate average salary by contribution assumption: employee only about $111,177 at 4% or $74,118 at 6%; with 50% employer match about $74,118 at 4% or $49,412 at 6%; with 100% employer match about $55,588 at 4% or $37,059 at 6%.
Richard Heath & Associates Inc. Health & Welfare Plan-229---
20212208$7,174,742$1,390,597$6,686iApproximate average salary by contribution assumption: employee only about $167,139 at 4% or $111,426 at 6%; with 50% employer match about $111,426 at 4% or $74,284 at 6%; with 100% employer match about $83,570 at 4% or $55,713 at 6%.
Richard Heath & Associates Inc. 401K Profit Sharing Plan-208$7,174,742$1,390,597$6,686iApproximate average salary by contribution assumption: employee only about $167,139 at 4% or $111,426 at 6%; with 50% employer match about $111,426 at 4% or $74,284 at 6%; with 100% employer match about $83,570 at 4% or $55,713 at 6%.
Richard Heath & Associates Inc. Health & Welfare Plan-179---
20202225$7,284,538$1,153,361$5,126iApproximate average salary by contribution assumption: employee only about $128,151 at 4% or $85,434 at 6%; with 50% employer match about $85,434 at 4% or $56,956 at 6%; with 100% employer match about $64,076 at 4% or $42,717 at 6%.
Richard Heath & Associates Inc. 401K Profit Sharing Plan-200$7,284,538$1,153,361$5,767iApproximate average salary by contribution assumption: employee only about $144,170 at 4% or $96,113 at 6%; with 50% employer match about $96,113 at 4% or $64,076 at 6%; with 100% employer match about $72,085 at 4% or $48,057 at 6%.
Richard Heath & Associates Inc. Health & Welfare Plan-225---
20192241$5,710,550$935,605$3,882iApproximate average salary by contribution assumption: employee only about $97,054 at 4% or $64,703 at 6%; with 50% employer match about $64,703 at 4% or $43,135 at 6%; with 100% employer match about $48,527 at 4% or $32,351 at 6%.
Richard Heath & Associates Inc. 401K Profit Sharing Plan-196$5,710,550$935,605$4,773iApproximate average salary by contribution assumption: employee only about $119,337 at 4% or $79,558 at 6%; with 50% employer match about $79,558 at 4% or $53,039 at 6%; with 100% employer match about $59,669 at 4% or $39,779 at 6%.
Richard Heath & Associates Inc. Health & Welfare Plan-241---
20182258$6,315,382$865,634$3,355iApproximate average salary by contribution assumption: employee only about $83,879 at 4% or $55,920 at 6%; with 50% employer match about $55,920 at 4% or $37,280 at 6%; with 100% employer match about $41,940 at 4% or $27,960 at 6%.
Richard Heath & Associates Inc. 401K Profit Sharing Plan-258$6,315,382$865,634$3,355iApproximate average salary by contribution assumption: employee only about $83,879 at 4% or $55,920 at 6%; with 50% employer match about $55,920 at 4% or $37,280 at 6%; with 100% employer match about $41,940 at 4% or $27,960 at 6%.
Richard Heath & Associates Inc. Health & Welfare Plan-176---
20172304$5,720,940$532,073$1,750iApproximate average salary by contribution assumption: employee only about $43,756 at 4% or $29,171 at 6%; with 50% employer match about $29,171 at 4% or $19,447 at 6%; with 100% employer match about $21,878 at 4% or $14,585 at 6%.
Richard Heath & Associates Inc. 401K Profit Sharing Plan-304$5,720,940$532,073$1,750iApproximate average salary by contribution assumption: employee only about $43,756 at 4% or $29,171 at 6%; with 50% employer match about $29,171 at 4% or $19,447 at 6%; with 100% employer match about $21,878 at 4% or $14,585 at 6%.
Richard Heath & Associates Inc. Health & Welfare Plan-224---
20162284$8,221,478$444,148$1,564iApproximate average salary by contribution assumption: employee only about $39,098 at 4% or $26,065 at 6%; with 50% employer match about $26,065 at 4% or $17,377 at 6%; with 100% employer match about $19,549 at 4% or $13,033 at 6%.
Richard Heath & Associates Inc. 401K Profit Sharing Plan-178$8,221,478$444,148$2,495iApproximate average salary by contribution assumption: employee only about $62,380 at 4% or $41,587 at 6%; with 50% employer match about $41,587 at 4% or $27,725 at 6%; with 100% employer match about $31,190 at 4% or $20,793 at 6%.
Richard Heath & Associates Inc. Health & Welfare Plan-284---
20152328$7,901,094$544,860$1,661iApproximate average salary by contribution assumption: employee only about $41,529 at 4% or $27,686 at 6%; with 50% employer match about $27,686 at 4% or $18,457 at 6%; with 100% employer match about $20,764 at 4% or $13,843 at 6%.
Richard Heath & Associates Inc. 401K Profit Sharing Plan-196$7,901,094$544,860$2,780iApproximate average salary by contribution assumption: employee only about $69,497 at 4% or $46,332 at 6%; with 50% employer match about $46,332 at 4% or $30,888 at 6%; with 100% employer match about $34,749 at 4% or $23,166 at 6%.
Richard Heath & Associates Inc. Health & Welfare Plan-328---
20142327$8,921,720$842,491$2,576iApproximate average salary by contribution assumption: employee only about $64,411 at 4% or $42,940 at 6%; with 50% employer match about $42,940 at 4% or $28,627 at 6%; with 100% employer match about $32,205 at 4% or $21,470 at 6%.
Richard Heath & Associates Inc. 401K Profit Sharing Plan-240$8,921,720$842,491$3,510iApproximate average salary by contribution assumption: employee only about $87,759 at 4% or $58,506 at 6%; with 50% employer match about $58,506 at 4% or $39,004 at 6%; with 100% employer match about $43,880 at 4% or $29,253 at 6%.
Richard Heath & Associates Inc. Health & Welfare Plan-327---
20133367$8,673,824$913,225$2,488iApproximate average salary by contribution assumption: employee only about $62,209 at 4% or $41,473 at 6%; with 50% employer match about $41,473 at 4% or $27,648 at 6%; with 100% employer match about $31,104 at 4% or $20,736 at 6%.
Richard Heath & Associates Inc. 401K Profit Sharing Plan-237$8,673,824$913,225$3,853iApproximate average salary by contribution assumption: employee only about $96,332 at 4% or $64,221 at 6%; with 50% employer match about $64,221 at 4% or $42,814 at 6%; with 100% employer match about $48,166 at 4% or $32,111 at 6%.
RICHARD HEATH AND ASSOCIATES, INC. DISABILITY PLAN-0---
Richard Heath & Associates Inc. Health & Welfare Plan-367---
20123366$8,591,836$1,222,237$3,339iApproximate average salary by contribution assumption: employee only about $83,486 at 4% or $55,657 at 6%; with 50% employer match about $55,657 at 4% or $37,105 at 6%; with 100% employer match about $41,743 at 4% or $27,829 at 6%.
Richard Heath & Associates Inc. 401K Profit Sharing Plan-248$8,591,836$1,222,237$4,928iApproximate average salary by contribution assumption: employee only about $123,209 at 4% or $82,140 at 6%; with 50% employer match about $82,140 at 4% or $54,760 at 6%; with 100% employer match about $61,605 at 4% or $41,070 at 6%.
RICHARD HEATH AND ASSOCIATES, INC. DISABILITY PLAN-310---
Richard Heath & Associates Inc. Health & Welfare Plan-366---
20113298$7,215,335$637,771$2,140iApproximate average salary by contribution assumption: employee only about $53,504 at 4% or $35,670 at 6%; with 50% employer match about $35,670 at 4% or $23,780 at 6%; with 100% employer match about $26,752 at 4% or $17,835 at 6%.
Richard Heath & Associates Inc. 401K Profit Sharing Plan-237$7,215,335$637,771$2,691iApproximate average salary by contribution assumption: employee only about $67,275 at 4% or $44,850 at 6%; with 50% employer match about $44,850 at 4% or $29,900 at 6%; with 100% employer match about $33,638 at 4% or $22,425 at 6%.
RICHARD HEATH AND ASSOCIATES, INC. DISABILITY PLAN-298---
Richard Heath & Associates Inc. Health & Welfare Plan-293---
20101243$6,935,856$423,479$1,743iApproximate average salary by contribution assumption: employee only about $43,568 at 4% or $29,045 at 6%; with 50% employer match about $29,045 at 4% or $19,363 at 6%; with 100% employer match about $21,784 at 4% or $14,523 at 6%.
Richard Heath & Associates Inc. 401K Profit Sharing Plan-243$6,935,856$423,479$1,743iApproximate average salary by contribution assumption: employee only about $43,568 at 4% or $29,045 at 6%; with 50% employer match about $29,045 at 4% or $19,363 at 6%; with 100% employer match about $21,784 at 4% or $14,523 at 6%.
20092211$7,362,691$692,162$3,280iApproximate average salary by contribution assumption: employee only about $82,010 at 4% or $54,673 at 6%; with 50% employer match about $54,673 at 4% or $36,449 at 6%; with 100% employer match about $41,005 at 4% or $27,337 at 6%.
Richard Heath & Associates Inc. 401K Profit Sharing Plan-211$7,362,691$692,162$3,280iApproximate average salary by contribution assumption: employee only about $82,010 at 4% or $54,673 at 6%; with 50% employer match about $54,673 at 4% or $36,449 at 6%; with 100% employer match about $41,005 at 4% or $27,337 at 6%.
Richard Heath & Associates Inc. 401K Profit Sharing Plan-----
20071178$4,715,710$755,279$4,243iApproximate average salary by contribution assumption: employee only about $106,079 at 4% or $70,719 at 6%; with 50% employer match about $70,719 at 4% or $47,146 at 6%; with 100% employer match about $53,039 at 4% or $35,360 at 6%.
Richard Heath & Associates Inc. 401K Profit Sharing Plan-178$4,715,710$755,279$4,243iApproximate average salary by contribution assumption: employee only about $106,079 at 4% or $70,719 at 6%; with 50% employer match about $70,719 at 4% or $47,146 at 6%; with 100% employer match about $53,039 at 4% or $35,360 at 6%.
20063208$5,884,141$318,829$1,533iApproximate average salary by contribution assumption: employee only about $38,321 at 4% or $25,547 at 6%; with 50% employer match about $25,547 at 4% or $17,031 at 6%; with 100% employer match about $19,160 at 4% or $12,774 at 6%.
Richard Heath & Associates Inc. 401K Profit Sharing Plan-160$5,884,141$318,829$1,993iApproximate average salary by contribution assumption: employee only about $49,817 at 4% or $33,211 at 6%; with 50% employer match about $33,211 at 4% or $22,141 at 6%; with 100% employer match about $24,909 at 4% or $16,606 at 6%.
RICHARD HEATH AND ASSOCIATES, INC.-207---
Richard Heath & Associates Inc. Health & Welfare Plan-208---
20053191$5,142,935$665,578$3,485iApproximate average salary by contribution assumption: employee only about $87,118 at 4% or $58,078 at 6%; with 50% employer match about $58,078 at 4% or $38,719 at 6%; with 100% employer match about $43,559 at 4% or $29,039 at 6%.
Richard Heath & Associates Inc. 401K Profit Sharing Plan-143$5,142,935$665,578$4,654iApproximate average salary by contribution assumption: employee only about $116,360 at 4% or $77,573 at 6%; with 50% employer match about $77,573 at 4% or $51,715 at 6%; with 100% employer match about $58,180 at 4% or $38,787 at 6%.
Richard Heath & Associates Inc. Health & Welfare Plan-186---
RICHARD HEATH AND ASSOCIATES, INC.-191---
20043181$4,532,565$505,224$2,791iApproximate average salary by contribution assumption: employee only about $69,782 at 4% or $46,522 at 6%; with 50% employer match about $46,522 at 4% or $31,014 at 6%; with 100% employer match about $34,891 at 4% or $23,261 at 6%.
Richard Heath & Associates Inc. 401K Profit Sharing Plan-130$4,532,565$505,224$3,886iApproximate average salary by contribution assumption: employee only about $97,158 at 4% or $64,772 at 6%; with 50% employer match about $64,772 at 4% or $43,182 at 6%; with 100% employer match about $48,579 at 4% or $32,386 at 6%.
Richard Heath & Associates Inc. Health & Welfare Plan-180---
RICHARD HEATH AND ASSOCIATES, INC.-181---
20033157$4,479,884$434,550$2,768iApproximate average salary by contribution assumption: employee only about $69,196 at 4% or $46,131 at 6%; with 50% employer match about $46,131 at 4% or $30,754 at 6%; with 100% employer match about $34,598 at 4% or $23,065 at 6%.
Richard Heath & Associates Inc. 401K Profit Sharing Plan-123$4,479,884$434,550$3,533iApproximate average salary by contribution assumption: employee only about $88,323 at 4% or $58,882 at 6%; with 50% employer match about $58,882 at 4% or $39,255 at 6%; with 100% employer match about $44,162 at 4% or $29,441 at 6%.
Richard Heath & Associates Inc. Health & Welfare Plan-157---
RICHARD HEATH AND ASSOCIATES, INC.-157---
20023140$0$0-
RICHARD HEALTH ANS ASSOCIATES, INC.-130---
Richard Heath & Associates Inc. Health & Welfare Plan-140---
Richard Heath & Associates Inc. 401K Profit Sharing Plan-115---
20013146$0$0-
Richard Heath & Associates Inc. 401K Profit Sharing Plan-92---
RICHARD HEATH & ASSOCIATES, INC.-146---
Richard Heath & Associates Inc. Health & Welfare Plan-143---
2000171$0$0-
Richard Heath & Associates Inc. 401K Profit Sharing Plan-71---
1999158$2,420,059$280,239$4,832iApproximate average salary by contribution assumption: employee only about $120,793 at 4% or $80,528 at 6%; with 50% employer match about $80,528 at 4% or $53,686 at 6%; with 100% employer match about $60,396 at 4% or $40,264 at 6%.
Richard Heath & Associates Inc. 401K Profit Sharing Plan-58$2,420,059$280,239$4,832iApproximate average salary by contribution assumption: employee only about $120,793 at 4% or $80,528 at 6%; with 50% employer match about $80,528 at 4% or $53,686 at 6%; with 100% employer match about $60,396 at 4% or $40,264 at 6%.